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Once the family enterprise is clear on which values it aims to preserve, the next step is to integrate and execute those values in an intentional way. Enter: The B Corps. Certified B Corporations are leaders in the global movement for an inclusive, equitable, and regenerative economy. Join this session to learn how one family office achieved B Corp...

The family PTC is an evolving and essential strategy that contributes to long-term financial and family enterprise success. Join us for this in-depth discussion on how a private trust company that leverages a lender structure can benefit your organizations. This webcast is specifically for those who have: A lender structure and are co...

Don’t miss this in-depth tax, trust, and estate planning update. Recent trust and estate litigation cases will be examined, as well as trust and fiduciary state laws. Current UHNW tax audit practices will be addressed in addition to a discussion on how to manage the tax challenges that come along with states trying to tax beneficiaries who live in ...

Blockchain and digital assets are not going away and continue to intrigue. FOX’s Nate Hamilton shares what you should know about this rapidly expanding landscape. Nate Hamilton, Vice Chair, FOX

Many family businesses are undergoing or anticipating transitions, prompting the need for trusted advisors more than ever. This session features experts who have deep breadth of experience in helping families manage business transitions and the complexity that comes with them, including new liquidity, helping founders find their next purpose, and m...

Michael Novogratz shared his journey of founding one of the largest investment firms in the Digital Asset space and his thoughts on emerging technology applications such as Decentralized Finance (DeFi), Non-Fungible Tokens (NFTs), and the Metaverse. Michael Novogratz, Founder and CEO, Galaxy Digital Moderated by Nathan Hamilton, Vice Chair...

This session provided an overview of the Blockchain and Digital Asset industry as well as the evolution of the space and how it got to where it is today. Key challenges related to the future growth of the industry were also shared. Bill Barhydt, CEO, Abra Moderated by Nathan Hamilton, Vice Chair, FOX

Welcome to the FOX Member Summit: Blockchain and Digital Assets Peter Moustakerski, CEO, FOX Nathan Hamilton, Vice Chair, FOX

We invest a lot of time and energy figuring out the best way to pass wealth from one generation to the next. But how can anyone truly prepare for the practical realities of settling a family member’s estate while grieving and managing the impact of this loss on the family? This session will outline some of the things you can be thinking about now t...

The pay levels for board directors have been increasing as the board members’ responsibilities grow with the need to fully understand and navigate the challenges arising from a variety of areas including geopolitical risk, regulatory complexities, macroeconomic shock, climate/environmental challenges, and technology advancements. Given these change...

The pay levels for board directors have been increasing as the board members’ responsibilities grow with the need to fully understand and navigate the challenges arising from a variety of areas including geopolitical risk, regulatory complexities, macroeconomic shock, climate/environmental challenges, and technology advancements. Given these change...

The pay levels for board directors have been increasing as the board members’ responsibilities grow with the need to fully understand and navigate the challenges arising from a variety of areas including geopolitical risk, regulatory complexities, macroeconomic shock, climate/environmental challenges, and technology advancements. Given these change...

The pay levels for board directors have been increasing as the board members’ responsibilities grow with the need to fully understand and navigate the challenges arising from a variety of areas including geopolitical risk, regulatory complexities, macroeconomic shock, climate/environmental challenges, and technology advancements. Given these change...

A private family trust company (PTC) often serves as an excellent governance framework and corporate structure for a virtual family office (VFO) by providing integrated, holistic oversight of fiduciary, investment, tax, philanthropic, governance, and other activity. Learn more about how and why families choose to form a VFO around their PTC, the co...

Also known as a family trust company, a private trust company (PTC) is an entity that allows families to unbundle fiduciary services in furtherance of family and financial goals. In this overview and primer, learn more about the elements of the PTC structure, board roles and responsibilities, and when it makes sense to form a PTC.